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Burnham’s New Regime and Why Social Housing could be a winner!
Blain’s Morning Porridge July 22nd, 2026
“Here comes the new boss, same as the old boss…”
Regime Change occurred in the UK with relatively a few headless corpses left on the field of political failure… Burham is juggling with talent, spending and tax constraints, to maintain confidence. To succeed he needs to get radical. Social Housing is one avenue to growth he could pull off, and it could be funded off-balance sheet. The UK ain’t finished yet!
We are at a very interesting point in the markets… with so many potential flashpoints threatening to erupt into crises – which will prove minor…
The skinny
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